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Title Customer Service Manager
Target Location US-NY-New York City
Email Available with paid plan
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Candidate's Name
New York City Metropolitan AreaEMAIL AVAILABLELINKEDIN LINK AVAILABLESummaryRobust dedication to refining tasks through strategic financial oversight and operational excellence. Expertise in analyzing and reporting project financials and helping to foster a culture of precision in budget creation and cash position assessments.ExperienceAccountantCalifornia Commercial InvestmentJul 2023 - Present (11 months) Supports the process of calculating, analyzing, and reporting project surplus/excess cash positions, impound analyses, waterfalls, real estate and personal property tax forms using Yardi Voyager and Excel Works alongside Asset Management in creating budgets and revisions. Extracts and manipulates large data sets and communicates complex information. Operations ManagerWaterford Properies and Real EstateJul 2020 - Jul 2023 (3 years 1 month) With Yardi Voyager as the primary ERP, assisted Controller with budgeting and forecasting processes of all 53 associations, including variance analysis and financial modeling. Managed the quarterly and year-end close processes to ensure accuracy and timeliness. Updated financial models and cash forecasts with actuals for all 53 associations. Researched and reconciled discrepancies and verified documents in accordance with accounting procedures and policies. Developed, maintained, and ensured policy, procedures and internal controls are updated in accordance to US GAAP.Property ManagerGreystar and BozzutoApr 2015 - Jul 2020 (5 years 4 months) Prepared yearly budgets within Yardi Voyager and adhered to reporting requirements (variance, capital budgets and costcontrol analysis), led cap-ex projects and upkeep of general condition of the property. Developed organizational systems to support accurate record keeping, efficient financial transactions and prompt rentercomplaint resolutions Prepared and executed 825 detailed and legally compliant lease agreements for 2 Lease-Up properties.Candidate's Name  - page 1Lease AccountantLOFTJul 2012 - Apr 2015 (2 years 10 months) Optimized revenue by working closely with the Chief Financial Officer, Director of Sales and Store Managers to implement strategies. Monitored distribution channels to ensure effective selling through inventory management, market mix and pricing. Maintained historical and statistical data from all distribution channels for all market segments. EducationPace University - Lubin School of BusinessBachelor of Science - BS, Public Accounting2007 - 2011SkillsBalance Sheet Review  Aging Reports  Accounting Standards  U.S. GAAP Reporting  Reporting  CAM Reconciliation  Financial Statements  Fund Management  Asset Management  SharePoint Candidate's Name  - page 2

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